Well done to Mark Banks, Paraplanner at Four Oaks Financial Services. Mark is based in our modern offices in Shenstone Wood End which is close to Sutton Coldfield, Tamworth and Lichfield. It took him a couple of attempts to pass this Pensions and Retirement Planning exam, the frustrating thing was that he had the knowledge but had to apply this to the questions, so he practiced and practiced past papers and his tenacity has paid off!
What this means to Mark on a daily basis is that he can now apply his knowledge of pensions and retirement planning to his work and amassing lots of experience in this area of financial services. Mark is working towards his goal of becoming a Senior Financial Planner and will take his Investments examination in August this year.